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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,695 | $108,825+7.2% | $156,181-25.3% | $82,448+41.5% |
| Participation rate | 44.4% | 72.4%-27.9pp | 78.8%-34.4pp | 68.1%-23.6pp |
| Annual return | 14.64% | 20.59%-6.0pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,331 | $4,577-5.4% | $6,132-29.4% | $4,139+4.6% |
| Admin fee / account holder | $398 | $9,341-95.7% | $14,586-97.3% | $7,234-94.5% |